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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.29 | 0.29 | 0.00 |
Shares | 99.71 | 99.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.48 | 15.64 |
Price to Book | 2.28 | 2.46 |
Price to Sales | 1.10 | 1.68 |
Price to Cash Flow | 8.87 | 10.41 |
Dividend Yield | 2.43 | 2.54 |
5 Years Earnings Growth | 10.09 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.42 | 21.23 |
Technology | 16.53 | 12.50 |
Healthcare | 12.58 | 15.49 |
Communication Services | 9.95 | 5.55 |
Consumer Cyclical | 9.44 | 6.81 |
Industrials | 8.86 | 11.73 |
Consumer Defensive | 8.80 | 8.56 |
Energy | 7.50 | 7.52 |
Utilities | 3.77 | 5.34 |
Basic Materials | 3.15 | 3.40 |
Real Estate | 2.00 | 3.50 |
Number of long holdings: 746
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.28 | 201.56 | +0.63% | |
Microsoft | US5949181045 | 2.62 | 492.27 | +0.44% | |
Exxon Mobil | US30231G1022 | 2.07 | 108.37 | +0.03% | |
JPMorgan | US46625H1005 | 1.82 | 284.06 | +1.00% | |
Berkshire Hathaway B | US0846707026 | 1.74 | 486.21 | -1.47% | |
Walmart | US9311421039 | 1.52 | 97.26 | -0.76% | |
Meta Platforms | US30303M1027 | 1.46 | 708.68 | -0.49% | |
Amazon.com | US0231351067 | 1.45 | 211.99 | -0.37% | |
AT&T | US00206R1023 | 1.45 | 27.92 | -1.27% | |
Alphabet A | US02079K3059 | 1.37 | 170.68 | +2.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 115.46B | 1.05 | 14.38 | 12.82 | ||
Schwab Total Stock Market Index | 28.2B | 0.52 | 13.70 | 12.10 | ||
Schwab 1000 Index | 18.46B | 0.91 | 14.18 | 12.39 | ||
Schwab International Index | 11.3B | 17.51 | 11.53 | 6.05 | ||
Schwab Small Cap Index | 6.43B | -6.80 | 5.10 | 6.70 |
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